Strategic Planning For Business
Build your long-term plan for sustainable growth, with support from our expert team.
Strategic Planning is a tool designed to achieve your business’ long-term goals and vision. It asks us to deeply consider our aspirations, and what pathways will achieve this.
Strategic Planning differs from Business Planning in that it is focuses on a longer timeframe – 3 to 5 years, or even longer depending on the nature of your business – compared to the 12-month timeframe/goals of a Business Plan.
As a business owner, a strategic business plan from Ake also considers the vision you have for your life and your whānau. We’ll ask, how do you see yourself in 5 years – what role, what hours do you want to be working, what do you wish to have achieved?
How it works:
Strategic Business Planning is recommended as a 2 day off-site/retreat. Prior to this there is a lead in period of 6 weeks, where pre-work will be completed that will build the thinking for the session.
What to Expect:
We will facilitate robust, meaningful discussion about your future as we progress through the elements of a strategic plan. We will act as a guide, but also be there to challenge you to dig deeper into your ideas, act as a sounding board, and provide a vital outside view.
At the end of your retreat you will have a concise, actionable strategic plan that you and your team can use to guide decision making, investment and planning.
Who can benefit from Strategic Planning for Business?
Strategic Planning can benefit any business that is focused on growth and development, no matter what its current shape or size. This process is highly recommended if you wish to:
Pivot your business in a new direction
Evolve your offer to meet changing trends
Scale and grow your operations
Bring your business to a point that it is ready for succession or sale
Planning Your Retreat
We highly recommend heading off-site for the Strategic Planning process. This physical and mental break from the day to day running of your business provides the clarity and space needed for long-term planning.
With guidance from you, Ake will set a programme to ensure all facets of strategic planning are covered within your chosen timeframe. We’ll schedule in breaks and refreshers to ensure everyone remains positive and energised throughout.
We can also book and organise a venue, catering, travel and any audio-visual or tech requirements - just ask.
Find out more
Ready to make an actionable plan for the future you want? Please book a 10-minute discovery call .
The Strategic Planning Process
Understanding your vision is key to successful strategic planning. We start the planning process by digging deep to clarify your long-term goals. We then:
Analyse the environment that your business operates in and the trends that may impact it.
Perform a SWOT analysis of your operations.
Build an action plan that sets clear objectives, defines actions and allocates resources and timeframes to these.
Establish the best way to communicate the strategic plan with stakeholders to ensure everyone is paddling in the same direction.
Set measures for progress and success, as well as check-in points to ensure the plan remains viable and current.
Mauri Tau
Ngā Uara | Our Values
All things in balance: achieving our goals and aspirations, enjoying life, and spending time with whānau.
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Book a Free Consultation
We know that finding the right adviser is a decision not to be taken lightly. That’s why we offer free consultations with our team to talk through your needs, and whether we’d be a good fit.